ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 650 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,397 | -16.5% | 759 | -16.9% | 0.00% | – |
| Q2 2023 | $89,090 | +48.1% | 913 | +28.8% | 0.00% | – |
| Q4 2022 | $60,137 | +11.4% | 709 | +12.7% | 0.00% | – |
| Q3 2022 | $54,000 | -6.9% | 629 | 0.0% | 0.00% | – |
| Q2 2022 | $58,000 | -38.3% | 629 | -31.0% | 0.00% | – |
| Q1 2022 | $94,000 | +3.3% | 912 | +9.2% | 0.00% | – |
| Q4 2021 | $91,000 | +3.4% | 835 | -2.7% | 0.00% | – |
| Q3 2021 | $88,000 | +54.4% | 858 | +48.4% | 0.00% | – |
| Q2 2021 | $57,000 | -85.2% | 578 | -85.9% | 0.00% | – |
| Q1 2021 | $386,000 | -99.3% | 4,108 | -99.3% | 0.00% | -100.0% |
| Q4 2020 | $51,480,000 | +77.6% | 589,694 | +55.4% | 0.03% | +41.7% |
| Q3 2020 | $28,984,000 | +20.2% | 379,523 | +12.4% | 0.02% | +9.1% |
| Q2 2020 | $24,122,000 | +133.6% | 337,555 | +84.1% | 0.02% | +83.3% |
| Q1 2020 | $10,328,000 | – | 183,312 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |